FundX Upgrader Fund

Class No Load (FUNDX)
Scorecard
2 / 5 Stars
Lipper
1 1 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
1 / 5 Stars
TheStreet.com
D (Sell)

#373 in Large Growth

U.S. News evaluated 485 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.23 percent over the past year, 10.93 percent over the past three years, -0.01 percent over the past five years, and 7.67 percent over the past decade.

Trailing Returns Updated 05.31.2013
Year to date 11.5%
1 Year 22.2%
3 Years (Annualized) 10.9%
5 Years (Annualized) -0.0%
10 Years (Annualized) 7.7%

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Summary

The investment seeks to maximize capital appreciation over the long term without regard to income. The fund is a fund-of-funds and as such seeks to achieve its investment objective by investing primarily in no-load and load-waived mutual funds, including exchange-traded funds ("underlying funds"). It may purchase shares of international and global underlying funds. Up to 50% of its net assets may be invested in underlying funds that focus their investment in securities of companies located in emerging markets. The fund typically maintains a substantial holding of core underlying funds.

Fees

Fees are High compared to funds in the same category.
FundX Upgrader Fund has an expense ratio of 1.24 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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